First trading week, Trump kidnaps Venezuelan president but markets were unaffected

Stoks

STI 4744.66

• News of Trump doing stupid things over the last weekend wasn't as bad as expected.
• Market opened quite flattish on Mon for local markets but oil and defense companies in the US went up as it could mean big business for them if they can enter the markets over there.
• Semi-con and storage continued to pump higher, craze and fomo is real af but no exposure to them so yap.
• Land developers in SGX have been having a good time as well. CLI, CDL, UOL and HKL macham everyday up since the past few weeks.
• DBS did a 2 day pump for no reason on Tues, upping more than 2% and 0.7% the next day to reach aths of 58.8. Scary ngl.
• It then did a 1.8% sell off on Thurs as expected and OCBC followed on Fri as BBs finished PnD.
• Decided to sell all of LINK to rotate into 3416, abit hasty as HSCEI fell the next day.
• Took a 10K L for LINK. Bad choice to go into LINK tbh, a CC income fund would have be better assuming NAV doesn't decay too much.
• Current payout per month is at 0.14c but for better short term expectations, took a haircut to 0.12c.
• Estimated to receive approx 1.6K SGD but will DRIP back with some top up if necessary.
• May put some SGD to earn kacang puteh interest from MMF since I doubt will see any short term buying opps for DBS.

SG P/L 679902.63

HK P/L 92717.18

Up-ed approx 26K from random DBS pump

1.2829 USD FX

Yolo 2 holdings for now

Life

• Adhoc visit to GM house despite original meeting over at Olive, last minute meetup for recovery speech but didn't expect much to help.
• Sista is quite firm on her decision currently but honestly hoping time will heal some wounds.
• Good thing that she's currently overseas till 22nd so some alone time may help assuming no influence from 3rd parties.
• Will be able to use her car for that period before she comes back which happens that I may need to bring ILBV to camp.
• Another sian news that 1 more ICT will be conducted on Aug this year as well and future ICTs may be on Aug instead of Jan.
• Decided to cut hair instead of waiting till next week cause really tblth...pkl